But it literally is - they’re moving now, directly in response to the tariffs. They’re not happy about it and they’re vocal, so we know exactly why it’s happening.
Edit:
Another thing about the component tariffs, particularly with electronics, is that there are literally no other sources and no one is interested in starting a competing manufacturer. The profit margins on these basic electronic components is so razor thin, the only way to make a profit is by manufacturing them at a scale that literally only China can manage. Everyone else has made it clear, that even if the tariffs were permanent, it wouldn’t be enough to interest them in entering (or re-entering) that business. So the tariffs only function to drive assembly jobs out of the US.
